ELECTE's Podcast: AI Frontiers

ELECTE's Podcast: AI Frontiers

Frontier AI has outgrown the lab. The decisive questions now are about power — who builds the models, who controls them, and who gets to build on top of them. AI Frontiers is for the people doing the building: founders and operators creating products, companies, and strategy at the edge of what AI can do — on infrastructure owned by a handful of labs and governed from a handful of capitals. Each season charts where that frontier has moved, from the labs shipping the models to the capitals writing the rules, and what it means for anyone building something that lasts on ground that keeps shifting. Hosted by Fabio Lauria, founder of ELECTE. No hype, no jargon — strategy, stakes, and a builder's-eye view of the most consequential infrastructure of the century.

Episodes

The AI monopoly price you don’t see

September 17, 2026 • 3 mins

AI can stay free while the monopoly problem moves elsewhere: data, prediction and switching costs decide who captures the value. We revisit consumer surplus under monopoly, then remove the price tag. Why every interaction is a second transaction, why an export button is not portability, and why owning your data can still leave you economically locked in. Plus the exit test to run before adoption: if I leave tomorrow, how much of th...

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If It Can’t Stop the Purchase, It Doesn’t Govern

September 10, 2026 • 3 mins

An AI task force is only as powerful as the decision it can interrupt. We test five bodies against that standard: the DHS task force created in April 2023, the bipartisan House report of December 2024 with its 66 findings and 85 recommendations, the SEC's internal adoption task force under Chief AI Officer Valerie Szczepanik, the Texas AI Council barred by Section 554.103 from binding guidance, and the European AI Office, which can...

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Delete the Tie. The Inference Stays.

September 3, 2026 • 2 mins

You can delete a tie; the inference stays. Link-prediction models rebuild removed connections from the nodes around you, and topology alone re-identifies a stripped node. DataReportal counts 5.79 billion social media identities in April 2026, up 294 million in a year, with the typical user on about 6.5 platforms a month, so fragmentation rewards whoever can stitch the pieces together. The Court of Justice reached the tie in OT (202...

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Your Data Isn't the Asset. The Inference Is.

August 27, 2026 • 2 mins

Privacy law governs what gets collected; the value is captured in what gets inferred. Three Court of Justice of the EU rulings — OT (August 2022), SCHUFA (December 2023) and Lindenapotheke (October 2024) — moved the regulated object from the record to the inference, while compliance programmes stayed at collection. Then the European Commission's 200 million euro Digital Markets Act fine against Meta on 23 April 2025 pun...

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When Execution Becomes Callable

August 20, 2026 • 3 mins

BLS data shows programmer employment fell 27.5% in two years while software developers dropped just 0.3% — a 90x gap. When execution becomes callable, companies restructure around direction, taste, and accountability. But entry-level hiring is down 73% in European tech, and a Stanford study flags a 19% employment shortfall for young workers in AI-exposed roles. The thin company assumes people who already climbed the ladder &m...

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The price is zero. The extraction is real.

August 13, 2026 • 2 mins

AI services priced at zero still extract real value. Consumer surplus isn't disappearing — it's being converted into the monopolist's asset. User prompts, corrections, and behaviour fuel model improvements and lock-in. A price-only view of competition policy misses the mechanism entirely. Data portability, interoperability, and contract scrutiny are the levers that matter.

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You don't have an AI strategy. You have an exposure.

August 6, 2026 • 3 mins

Three companies — AWS, Microsoft Azure, and Google Cloud — hold 63% of the cloud market that AI runs on, per Q1 2026 Synergy Research data. That is not competition; it is a trust structure. This episode maps how infrastructure concentration works, why cheap access is a concentration mechanism, and what operators and policymakers can do before dependency hardens into permanent architecture.

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Truth is now a billable input

July 30, 2026 • 3 mins

California's AI Transparency Act becomes law on 2 August 2026, and it marks a turning point: AI has broken the assumption that trusted systems produce trustworthy records. Integrity is no longer a control problem — it is a procurement, liability, and governance problem. 72% of S&P 500 firms now disclose AI as a material risk. Whoever controls provenance and logs controls risk allocation. Truth is now a billable input.

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The AI Law That Won by Doing Less

July 23, 2026 • 3 mins

TRAIGA, Texas's AI law, has been in force since January 2026 with no enforcement action announced. It bans a short list of intentional harms, offers a 60-day cure period, and carries no private right of action — the lightest comprehensive AI statute in America. With Colorado's heavier law retreating under federal pressure, the light-touch, intent-based model now has both a state template and Washington's machinery behind it. ...

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AI is Aggregating the Aggregators

July 16, 2026 • 2 mins

The platforms that aggregated the internet for fifteen years are now becoming supply inputs for AI systems one layer above them. Generative AI captures intent-driven attention — answers, recommendations, decisions — the most monetisable share. Social platforms risk keeping the time and losing the moments that matter. A small group of firms may soon mediate judgment across the web, not just visibility. Policy has not cau...

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Nobody Pays Programmers for Code

July 9, 2026 • 3 mins

Firms don't pay programmers for skill — they pay for proximity to revenue, control, and liability. AI makes that mechanism visible and compresses the implementation layer. The Peng et al. Copilot study showed 55.8% faster task completion; a 2025 METR trial found experienced developers were actually slower with AI tools. BLS projects 15% job growth to 2034, but averages hide where bargaining power really sits.

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"Tuesday at 10 AM" it's not a strategy

July 2, 2026 • 3 mins

"Tuesday at 10 AM" is an average, not a strategy. Fabio Lauria argues send time is a matching problem: aligning reader attention with what your email asks them to do. Benchmarks from Mailchimp and MailerLite are starting points only. Google's 2024 bulk-sender rules and Apple's Mail Privacy Protection mean deliverability and measurement must come before timing tests.

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The Creativity Paradox Was a Decoy

June 25, 2026 • 2 mins

Two federal judges ruled AI training on copyrighted books is fair use — but Anthropic still paid $1.5B for pirating copies. The real legal test was never creativity. It was provenance and substitution. Here is what that means for anyone building with AI tools today.

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AI Frontiers is produced by ELECTE, the AI-powered analytics platform for European SMEs.

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The Algorithm Didn't Change

June 4, 2026 • 16 mins

Traditional media owned distribution. Then creators broke the gate open and built audiences on platforms. That was the first disruption. Now AI is doing the same thing to creators that creators did to media companies — commoditising the layer above and collapsing the margin between production and distribution. The playbook is identical. The only thing that changed is who is getting

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Google Killed the Click. I Didn't See It Coming.

May 27, 2026 • 16 mins

In this thought-provoking episode, we delve into the seismic shifts in digital engagement as we explore the implications of Google's latest changes that have seemingly "killed the click." What does this mean for businesses, marketers, and consumers navigating the evolving landscape of online interaction? Join us as we unpack the nuances of this transformation, discussing how the focus has shifted from traditional clicks to deeper e...

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The Subsidy IS the Strategy

May 20, 2026 • 15 mins

In this eye-opening episode, we explore the provocative idea that subsidies are not just financial support but a strategic cornerstone in the rapidly evolving landscape of artificial intelligence. As AI technology becomes increasingly commoditized, understanding the role of government and corporate subsidies is crucial for navigating this complex terrain. Join us as we unpack how these financial incentives shape innovation, influ...

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The Evitable Conflict: Where Asimov Was Wrong

May 13, 2026 • 16 mins

In this captivating episode, we challenge the visionary ideas of Isaac Asimov and explore where his predictions about artificial intelligence went awry. While Asimov envisioned a future of harmonious, aligned machines, our reality tells a different story—one where AI systems often prioritize efficiency over ethical considerations. Join us as we dissect the implications of this misalignment, examining the mechanisms that lead ...

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AI's Treaty Tipping Point

May 10, 2026 • 15 mins

Nine years of negotiations, 166 countries in favor, and a deadline seven months away. The autonomous weapons treaty will fail — and the reason why is the best predictor of how global AI regulation will play out over the next decade.

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AI Frontiers is produced by ELECTE, the AI-powered analytics platform for European SMEs.

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Google Can't Bundle Gemini Anymore. Now What?

April 30, 2026 • 18 mins

In this thought-provoking episode, we dive into the recent ruling that has shaken the tech world: a US judge's decision to ban Google from bundling its Gemini AI with other services. What does this mean for the future of AI integration and competition in the tech landscape? Join us as we explore the implications of this landmark decision, including its potential impact on innovation and user choice. We’ll also discuss France...

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The SaaS Repricing: Why European SMEs Are Walking Into a Trap

April 21, 2026 • 11 mins

In this eye-opening episode, we uncover the alarming trends in the SaaS market that are putting European SMEs at risk. As software stocks dip below the S&P 500 for the first time ever, we explore the implications of the faltering per-seat pricing model and why businesses may be walking into a financial trap. Join us as we discuss key topics such as the shifting landscape of software pricing, the impact of economic pressures o...

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